Recently, large investors in Ethereum seem to be tightening their wallets. On-chain data shows that the total lock-up position value continues to decline, and network fees are also shrinking—these two signals combined make the hope for ETH to hit $4000 even more bleak.
The derivatives market is conveying similar signals: bullish positions are clearly cooling down, and investors' enthusiasm for short-term rallies is fading. Meanwhile, the wave of layoffs in the U.S. is intensifying, and traditional seasonal hiring momentum is insufficient, making it difficult for market liquidity to improve in the short term. Traders are currently more inclined to wait and see—maintaining a cautious attitude towards the short-term strengthening of Ethereum before new funds enter the market.
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LiquidityWitch
· 12-01 21:04
the liquidity's been hexed lately... tvl bleeding out like a botched ritual, fees drying up—classic signs the altar's gone cold. bears are brewing something dark in the derivatives, ngl. 4k eth? that spell's been broken fr fr.
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PebbleHander
· 12-01 13:01
Large Investors are pulling back, it's really not as optimistic as imagined.
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It's the old routine of insufficient Liquidity again, looks like we have to wait for new money to come in.
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$4000? Don't think about it, the atmosphere right now can't pump it.
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Transaction fees are bleeding, indicating that on-chain activity has indeed cooled down.
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There's no enthusiasm over on the derivation side either, it feels like everyone is just watching.
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I just want to ask, when can we see new funds?
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Once the wave of layoffs comes, institutional funds will shrink, that's inevitable.
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It's hanging in the short term, let's see how it goes in the long term.
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The continuous decline in TVL is really a bad signal, not looking good.
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OffchainOracle
· 12-01 12:51
Large Investors are really fleeing, this is bad news, 4000 dollars might be in trouble for a while
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TVL falls, transaction fees also drop, this combination might as well be a death sentence
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Bullish positions are cooling down, indicating that institutions are also lacking confidence, we retail investors need to be more cautious
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When liquidity is scarce, it's time to close your eyes and sleep, don't operate recklessly
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US layoffs are intensifying, where is the new influx in the crypto market? This logic is actually quite brutal
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There's nothing wrong with short-term observation, after all, the matter of breaking through 4000 hasn't even started
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The real bottom will tell us, being cautious like this is actually the most rational approach now
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FloorPriceWatcher
· 12-01 12:48
Large Investors are holding back, and even the fees have decreased? How bearish must this be, feels like waiting for 4000 will take a long time.
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SigmaBrain
· 12-01 12:43
Large Investors are really dumping this time... TVL is plummeting and transaction fees are plummeting, 4000 has become a distant dream.
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Hash_Bandit
· 12-01 12:42
nah, this is giving "difficulty adjustment before the pump" vibes... been through enough cycles to know whale wallet tightening doesn't always mean they're leaving, sometimes they're just optimizing positions before things shift. tvl dropping is real tho, that's the part that actually concerns me.
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HypotheticalLiquidator
· 12-01 12:40
Large investors shrinking, transaction fees plummeting, bullish positions cooling... this rhythm is definitely the prelude to a domino effect, the $4000 mark is truly becoming a hollow conversation.
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TVL continues to crash, borrowing rates have hit rock bottom, those who dare to chase rising prices are really living dangerously. The de-leveraging drama has just begun.
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The era of liquidity depletion has arrived, wait and see the unfolding drama of sequential liquidations.
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Rather than fixating on the dreamy $4k number, it's better to follow the liquidation prices as they drop several steps... that’s what risk control should focus on.
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The wave of layoffs in the U.S. continues one after another, institutional buying the dip is severely lacking motivation, don’t expect any rebounds in the short term.
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The health factor is continuously deteriorating, I warned about this long ago, now those who regret it are likely to increase in number again.
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Bullish sentiment has completely cooled, this time is truly different, the flavor of systemic risk is becoming more and more pronounced.
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Lock-up position value declining + transaction fees shrinking + wait-and-see atmosphere... this combination is a rhythm heading for a downward dip.
Recently, large investors in Ethereum seem to be tightening their wallets. On-chain data shows that the total lock-up position value continues to decline, and network fees are also shrinking—these two signals combined make the hope for ETH to hit $4000 even more bleak.
The derivatives market is conveying similar signals: bullish positions are clearly cooling down, and investors' enthusiasm for short-term rallies is fading. Meanwhile, the wave of layoffs in the U.S. is intensifying, and traditional seasonal hiring momentum is insufficient, making it difficult for market liquidity to improve in the short term. Traders are currently more inclined to wait and see—maintaining a cautious attitude towards the short-term strengthening of Ethereum before new funds enter the market.